Tech Stocks outperformed the rest of the market by 33% over the last 3 months, the largest margin in history
Tech stocks outperformed the broader market by a historic 33% margin in the last quarter, highlighting extreme sector divergence.
- Strong momentum and capital concentration in tech suggest continued institutional confidence.
- Outperformance likely driven by AI infrastructure spending benefiting semiconductor and cloud leaders.
- Historic performance gaps often precede mean reversion or sector rotation risks.
- Extreme valuation divergence may indicate an overbought condition vulnerable to correction.
Wait until skynet becomes self aware 🤯
🫧🫧🫧
History started in the year 2000 then???
Wonder if humans will use more technology or less technology in the future 🤔
Haven't you changed your morning cereal from wheaties to NVDA chips?
If collect 300 million of them, you can have a data center in your backyard and your neighbors can pay all the hydro/water bills.
It's almost like as we rely more on technology that technology becomes more valuable. It's crazy.
Tech will be everything soon...robotics, self driving cars...invest in the future or be poor forever.
This right here is the best advice.
Markets do mean revert, so probably not great for future returns.
Unless this was the mean reversion
Shocking after getting hammered for no reason other than "oh no capex high, what if people start vibe coding microsoft word"

r/stockmarket